Our vision and mission

Inspiring professionals, transforming businesses and changing lives

This is the IFP vision. The IFP is the champion of the growing Financial Planning profession and those who work within it. Our goal is that the UK public can recognise the benefits of real Financial Planning as well as knowing where they can go to get sound advice from qualified individuals and firms.

We're instrumental in helping individual practitioners and firms to gain the knowledge, skills, processes and competences to deliver excellence in financial planning. This is core to everything we do. We believe in the power of Financial Planning and how it transforms people's lives. We'll help you to enjoy a more fulfilling and successful career in Financial Planning by getting involved with the community and seeing for yourself how you can transform your clients' lives and build better businesses. 

How do we do it? 

  • Facilitating the development of skills and knowledge in Financial Planning based on the globally recognised six step process 
  • Building professional communities and sharing of best practice by helping you to meet like-minded people
  • Ensuring members meet the highest professional and ethical standards
  • Recognising excellence amongst individual practitioners and firms
  • Influencing stakeholders that Financial Planning really is different to financial advice

We do this through our membership scheme,training courses, CPD opportunities and events. FPSB (UK), our wholly owned subsidiary, provides relevant Financial Planning qualifications.  

Our Mission

The IFP's mission is to build and maintain the Financial Planning profession for the benefit of consumers in the UK. We're here to ensure that the UK public can access a great Financial Planning service from firms and individuals who have been tested and accredited by the IFP in the delivery of a genuine Financial Planning service. Through our CFP professionals and Accredited Financial Planning Firms we can ensure that the public can have complete confidence in getting a Financial Planning service that will help them achieve their goals in life.